Roman Schawalder
Skills
Timeline
Professional experience for Roman Schawalder
- Current 3 years and 3 months, since Jan 2022Unit Consulting AG
Mandatsleiter / Berater / dipl. Bankwirtschafter HF
Begleitung von Mandanten bei - Sanierungen - Verkauf/Kauf Unternehmung, M&A - Immobilienprojekten - Steuer- und Buchhaltungsthemen - Betriebswirtschaftlichen Fragen
- 5 years and 10 months, Oct 2013 - Jul 2019
Firmenkundenberater
UBS Switzerland AG, Zürich
- 1 year and 10 months, Dec 2011 - Sep 2013
Privatkundenberater Individual
UBS AG
Betreuung von Auslandkunden
- 1 year and 2 months, Oct 2010 - Nov 2011
Teamleiter
UBS AG
Teamleiter Privatkunden Individual Ausland
- 10 years and 2 months, Aug 2000 - Sep 2010
Privatkundenberater Individual
UBS AG
Privatkundenberater erst von Basis- und dann von Individualkunden, Inland und Ausland, Anlagen, Hyotheken, Vorsorge
- 3 years and 1 month, Aug 1997 - Aug 2000
Lehrling
UBS AG
Educational background for Roman Schawalder
- 2 years and 8 months, Aug 2019 - Mar 2022
Finanz- und Rechnungswesen
Akademie St. Gallen
Rechnungswesen, Steuern, Löhne- und Sozialversicherungen, Recht
- 3 years and 1 month, Sep 2007 - Sep 2010
Banking and Finance
Höhere Fachschule Bank und Finanz (HFBF)
Finanzplanung, Portfoliomanagement etc.
Languages
German
First language
English
Fluent
French
Intermediate
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